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Smartleaf Asset Management’s Assurant AIZ Stock Holding History

Smartleaf Asset Management’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.6K Hold
159
– – ﹤0.01% 1604
2026
Q1 		$34.4K Buy
159
+5
+3% +$1.14K ﹤0.01% 1667
2025
Q4 		$37.3K Buy
154
+5
+3% +$1.12K ﹤0.01% 1692
2025
Q3 		$32K Buy
149
+59
+66% +$12K ﹤0.01% 1606
2025
Q2 		$17.7K Sell
90
-48
-35% -$9.43K ﹤0.01% 1603
2025
Q1 		$28.5K Buy
138
+4
+3% +$835 ﹤0.01% 1427
2024
Q4 		$28.4K Buy
134
+75
+127% +$15.6K ﹤0.01% 1459
2024
Q3 		$11.8K Buy
59
+18
+44% +$3.28K ﹤0.01% 1660
2024
Q2 		$6.86K Buy
41
+16
+64% +$2.78K ﹤0.01% 1633
2024
Q1 		$4.68K Buy
25
+12
+92% +$2.09K ﹤0.01% 1237
2023
Q4 		$2.18K Buy
+13
New +$2.07K ﹤0.01% 953

Other funds holding AIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Smartleaf Asset Management's AIZ Position: Q2 2026 in Review

Smartleaf Asset Management held its Assurant (AIZ) position steady in Q2 2026 at 159 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Smartleaf Asset Management first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Smartleaf Asset Management held 159 shares of Assurant worth $42.6K as of Q2 2026.
  • Smartleaf Asset Management left its Assurant share count unchanged in Q2 2026.
  • Assurant made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1604 holding.
  • Smartleaf Asset Management first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
  • 613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.